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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / RLS on document types
Microsoft Dynamics AX (Archived)

RLS on document types

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Posted on by Community Member

Hi,

There is customer requirement where user in HR manager role can attach only particular types of document available in DocuType Table.

So when he opens document attachment form and Clicks a 'New' Button, he should not see all the types of document in that Menu. He should be able to see only those types where he is supposed to be.

I tried to setup Record level security for that security role and put DocuType table and configured Query with DocuType table where TypeId is set a particular document Type. But this is not working. HR person still can see all the document types.

As client has created too many document types, the user will easily get confused which document type to select while attaching a file. That's why they want user to see limited types of documents based on his/her security role.

How to achieve this easily? RLS should work here, shouldn't it?

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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,896 Super User 2025 Season 2 on at

    Hi VDY,

    You can use eXtensible Data Security (XDS)  for this purpose. RLS will limit records on the form. XDS enforces the security on another level. Based on the available document types a menu is generated on the document handling form.

    If you use XDS, it will work. Note that there are some basic types like Document, Note, URL. They must be part of the XDS query then. Otherwise AX tries to insert those records while they are already in the database. You will get an error then.

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    I could achieve it by just customizing init method of DocuView Form.

    You need to use below code if you are opening form "Docuview" from other form/table.

    This will be place inside the while loop of DocuType and add only your required docuTypes.

    if(primaryTable == tableId2name(tableNum(yourtableName))

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